Confident Investing. Rising Dividends. Personal Service.

Individual Bios

About Our Tree

Newsworthy

Form ADV Part II

Privacy Policy

Disclosure

Our Tree

This majestic live oak spreads over the eastern salt marsh on Spring Island, South Carolina. Resistant to salt spray, this evergreen is the heaviest of all oaks often weighing more than seventy pounds per cubic foot.

The USS Constitution was built from live oaks earning the name “ Old Ironside”. Restoration of the magnificent sailing vessel has always used live oak timbers.

We chose this enduring tree as our logo since it is long-lived, strong, evergreen, and resistant to the sometimes harsh realities of its environment. The live oak uniquely expresses our own philosophy for investing. This wonderful photograph was taken by Marilyn Shaver on Spring Island.

   
 

Confident Investing. Rising Dividends. Personal Service.